Robert Adam Personett

Employer firm

Creekmur Asset Management, LLC CRD 306903

$800M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 12/2019
  Alphabravo, Llc
  Washington, IL
• 09/2019 → 04/2020
  Charles Schwab & Co., Inc.
  Peoria, IL
• 09/2018 → 04/2019
  Atia Wealth Management
  Springfield, IL
• 06/2020 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2020 → 11/2025
  Cefcu
  Washington, IL
• 11/2019 → Present
  309 Capital Llc
  Germantown Hills, IL
• 05/2022 → 11/2025
  Lpl Financial Llc
  Washington, IL
• 01/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2025 → Present
  Whitaker Wealth Management Services
  Morton, IL
• 04/2026 → Present
  Creekmur Asset Management, Llc
  Morton, IL

Previous Registrations

• 2026-01-02 → 2026-05-18
  Ae Wealth Management, Llc
  Morton, IL
• 2022-05-18 → 2025-12-02
  Lpl Financial Llc
  Washington, IL
  Eureka, IL
  Germantown Hills, IL
• 2020-06-26 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Washington, IL
• 2019-11-14 → 2020-03-27
  Charles Schwab & Co., Inc.
  Peoria, IL
• 2018-09-05 → 2019-04-30
  Advanced Trader Investment Advisors, Llc.
  Germantown Hills, IL
  Springfield, IL
  Germantown Hills, IL

Other Businesses

1. 309 Capital LLC; Investment Related: No; 415 Zook Ct, Germantown, IL 61548; Rental Property; Owner; Start Date: 11/2019; Approx. 1 hour a month; Approx. 0 hours during trading; Real estate holding company. 2. Creekmur Asset Management, LLC; Yes, Investment Related; 805 WEST JACKSON, Suite 301, Morton, IL 61550; Insurance Sales; Financial Advisor; Start Date 04/2026; Approx. 40 hours a month; Approx. 20 hours during trading; Insurance Sales and Services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-12
• S65 Uniform Investment Adviser Law Examination
  2018-09-05

Designations

• Certified Financial Planner

Other Names

• Robert Adam Personett
• Adam Personett